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Bank of America
BAC

Overview Fund Activity

1,721 hedge funds and large institutions have $149B invested in Bank of America in 2016 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 580 increasing their positions, 665 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+212
Holders Change %
+14.05%
% of All Funds
43.09%
Holding in Top 10
260
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+89.78%
% of All Funds
6.51%
New
319
Increased
580
Reduced
665
Closed
79
Calls
$5.73B
Puts
$5.06B
Net Calls
+$675M
Net Calls Change
+$984M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$7.05B
2
State Street
State Street
Massachusetts
$10.3B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$4.52B
4
LPU
Lansdowne Partners (UK)
United Kingdom
$674M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.89B

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$88M
2
Dodge & Cox
Dodge & Cox
California
$4.16B
3
Harris Associates
Harris Associates
Illinois
$2.26B
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$775M
5
Capital World Investors
Capital World Investors
California
$752M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1476
Merriman Wealth Management
Washington
$283K -$1.42K -64 -0.5%
HPWM
1477
Highland Private Wealth Management
Washington
$283K +$42.2K +1,907 +18%
MPIA
1478
Mountain Pacific Investment Advisers
Idaho
$281K +$15.6K +707 +6%
FLPIM
1479
F.L. Putnam Investment Management
Massachusetts
$279K +$279K +12,629 New
BEAM
1480
Baker Ellis Asset Management
Washington
$278K -$23.3K -1,055 -8%
RWA
1481
Ropes Wealth Advisors
Massachusetts
$277K -$79.4K -3,600 -22%
TDC
1482
Thompson Davis & Co
Virginia
$277K -$9.51K -431 -3%
AF
1483
Aldebaran Financial
$276K -$3.75M -169,764 -93%
Cerity Partners
1484
Cerity Partners
New York
$276K +$276K +12,500 New
TCM
1485
Tradewinds Capital Management
Washington
$273K -$11K -500 -4%
NFC
1486
Northeast Financial Consultants
Connecticut
$273K – – –
JFGLC
1487
Johnson Financial Group LLC (Colorado)
Colorado
$272K +$272K +12,305 New
ML
1488
McAdam LLC
Pennsylvania
$272K +$272K +12,325 New
SRP
1489
Saddle Road Partners
Nebraska
$271K – – –
TM
1490
Thrax Management
New York
$271K +$271K +12,270 New
RWA
1491
RGT Wealth Advisors
Texas
$270K -$73.3K -3,325 -21%
WFG
1492
Wills Financial Group
Virginia
$270K -$24.3K -1,100 -8%
CCA
1493
Clearwater Capital Advisors
Illinois
$270K +$29.5K +1,311 +12%
JWA
1494
JFS Wealth Advisors
Pennsylvania
$265K -$127K -5,757 -32%
AI
1495
Accredited Investors
Minnesota
$264K +$2.21K +100 +0.8%
VI
1496
Versor Investments
New York
$264K +$264K +11,934 New
MC
1497
Miles Capital
Iowa
$264K +$264K +11,943 New
ACP
1498
Aveo Capital Partners
Colorado
$263K +$263K +11,897 New
TI
1499
Turner Investments
Pennsylvania
$260K +$260K +11,780 New
ID
1500
Integral Derivatives
New York
$258K -$9.4M -425,174 -97%
58 59
60
61 62